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Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

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Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#431

Post by sgift »

golergka wrote: post #101
robertelder wrote: post #81

Earlier quoted context omitted.

> and it's actually difficult to find any sort of high performance laptop (for cheep). I went to a computer store recently, and told them that I was interested in dropping about 2k on a laptop, and I brought a list of specs (at least 16gb ram, lots of cores, etc.). He suggested I should get a gaming laptop and never gave any suggestions from his store. It will be interesting to see what the future holds, because they…

128 cores?

While a nice idea most software cannot even use 4 or 8 cores properly. That's one of the reason Intel CPUs are still king compared to AMD in desktop space. If you can use all of that cores AMD tries to cram in their CPUs you can get good performance for a good price, but the single-threaded performance is an absolute desaster at the moment (and the one thing AMD has focused most on for their next architecture, Zen), which is still what many workloads use.

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#432

Post by majewsky »

CydeWeys wrote: post #253
osweiller wrote: post #119

Earlier quoted context omitted.

More computers are being sold than ever before. The market is absolutely saturated with computing devices. And aside from the intense competition Intel is facing, they're suffering the same issue that the GPU makers face -- I once upgraded yearly because the gains made it worthwhile. Now I upgrade pretty much only when something fails. It is absolutely picking a narrative.

Intel screwed up and didn't become a major player in the mobile market. They could have, because they are still the world's best chip maker, but they didn't. The mobile market is experiencing the most growth and also the shortest product lifetimes. I still get a new phone every 1-2 years because the upgrades are worth it, but my laptop needs upgrades less often, and my desktop less often than that. Mobile phone proce…

> I still get a new phone every 1-2 years because the upgrades are worth it

Really? About the only reason why I'm getting a new phone every so often is when the old one stops being updated. (My Nexus 4 lasted 3 years, and it would have done another year.)

Planned obsolescence, if you want.

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#433

Post by kbart »

rtpg wrote: post #428
kbart wrote: post #410

Earlier quoted context omitted.

Why do you think only iPhone can do that? Pretty much any 50$ used smartphone can do all those things.

Honestly, $50 smartphones tend to suck a lot. Even the highest-end Firefox OS phone for a while had major keyboard lag. Chances are trying to use things like Skype/VOIP over them would be painful.... I think if you're looking to invest in one useful thing, a good phone would be a great purchase. Maybe the Moto G at $200? Amortized over a year, you're talking about a lot of bang for the buck.

I still use Samsung Galaxy S3 with Cyanogenmod I bought for 60€ that still meets my needs. If you are on a budget, buying a new, shiny smartphone is a waste of money imho as you can get a cheap, used but fully functional one for much lower price.

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#434

Post by ciroduran »

happosai wrote: post #415
tmptmp wrote: post #369

Earlier quoted context omitted.

>>Computing devices hmm... only if I kid myself that the mobile phones (even the smart ones) are actually computing devices on which "I can compute whatever I wish to compute AND the way I can compute on a PC". Most of the ARM devices sold are NOT computing devices for the general person who purchases them. It reminds me the fallacy of calling smart-phones "supercomputers in one's pocket". May be the ARM chip based d…

"sure UNIX is nice, but you need a mainframe for REAL work" "sure NT is nice, but you need a UNIX workstation for REAL work" "sure mobile is nice, buy you need a windows PC for REAL work" I crunched to inbox zero with my phone while commuting to work, while I'm typing this at my "real work computer"

I read that statement more like in terms of the freedom you're allowed to build and run applications for such devices. Mobile devices usually discourage the user to do this.

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#435

Post by ansible »

CydeWeys wrote: post #253
osweiller wrote: post #119

Earlier quoted context omitted.

More computers are being sold than ever before. The market is absolutely saturated with computing devices. And aside from the intense competition Intel is facing, they're suffering the same issue that the GPU makers face -- I once upgraded yearly because the gains made it worthwhile. Now I upgrade pretty much only when something fails. It is absolutely picking a narrative.

Intel screwed up and didn't become a major player in the mobile market. They could have, because they are still the world's best chip maker, but they didn't. The mobile market is experiencing the most growth and also the shortest product lifetimes. I still get a new phone every 1-2 years because the upgrades are worth it, but my laptop needs upgrades less often, and my desktop less often than that. Mobile phone proce…

Intel has tried, and failed, and tried again in the mobile segment.

They sold off their ARM processors to Marvell. They've made various forays into wireless, though WiMAX didn't work out so well for them.

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#436

Post by mtgx »

> The company said it’s shifting focus to higher-growth areas, such as chips for data center machines and connected devices.

Where have I heard this before? I think in a little book called the "Innovator's Dilemma". Can anyone predict what happens next?

I wonder if Intel will try to push Atom into "Core i3" and make single-core Core i7's next to "increase profitability". They've already started making dual-core Core i7s - I mean how ridiculous is that idea?! Isn't a dual core Core i7 supposed to be a Core i5? Do their brands still mean anything anymore?

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#437

Post by marmadukester39 »

bubbleRefuge wrote: post #414
tma-1 wrote: post #39

So Intel is cutting 11% of its workforce, Goldman Sachs just reported a 56% drop in profits, Morgan Stanley had a 50% drop in profits, Netflix missed subscriber growth estimates etc... yet, the Dow just hit a 9-Month high, and the S&P500 is now above 2100. The whole market is overvalued, not just the tech unicorns.

>yet, the Dow just hit a 9-Month high, and the S&P500 is >now above 2100. Its because bad news is good news in the twisted upside down world of speculating on the Fed's interest rate policy direction via the stock market. Expectations of rate hikes go further into the future with every bad economic indicator released and there are many(retail sales, auto, housing, industrial production, rail traffic, oil and gas, cap…

What's a lad? As someone who instinctually believes this is a house of cards, understanding how to prepare financially is a real challenge.

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#438

Post by LordKano »

tma-1 wrote: post #39

So Intel is cutting 11% of its workforce, Goldman Sachs just reported a 56% drop in profits, Morgan Stanley had a 50% drop in profits, Netflix missed subscriber growth estimates etc... yet, the Dow just hit a 9-Month high, and the S&P500 is now above 2100. The whole market is overvalued, not just the tech unicorns.

US Steel just got ride of 25% of its non-union workforce. ATI just announced that it would be laying off 1/3 of its non-union workforce.

Carrier is moving manufacturing operations to Mexico.

We're on the verge of something really big and really bad.

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#439

Post by [deleted] »

tma-1 wrote: post #146
mathattack wrote: post #126

Earlier quoted context omitted.

Goldman's stock price is approximately 25% off it's 12 month high. [0] Morgan Stanley is approximately 35% off. [1] Seems like the market is properly taking in their bad news. Some parts of the market do fine, others get hit. And yes, some might be over-valued. When interest rates are low, the future cash flows of companies are discounted back at a lower rate. So if all things are equal (which they never really are,…

Both GS and MS (as well as other FIs) are off there highs because of all the volatility in the markets the past 6 months and worries about losses from bad energy loans. BAC, WF, Citi are all off their 12-month highs by a significant margin despite doing relatively well in Q1. Also, this has nothing to do with discounting the cash flows, it's mostly stock buybacks that's driving all the action: http://www.bloomberg.co…

[deleted]

Re: Intel to Cut 12,000 Jobs, Forecast Misses Amid PC Blight

#440

Post by discodave »

api wrote: post #278
dangero wrote: post #135

Earlier quoted context omitted.

Interesting point. If we are witnessing the end, would we recognize it at the time? Moore's Law has been something we've become accustomed to, so it almost seems hard to believe that it will end even if we are told that it will. Makes me wonder what research money will be spent on instead of just faster chips.

Worst case scenario: nothing. The R&D goes away. Look at aerospace for a nightmare scenario. In the early 20th century we got fixed wing flight. In the teens and 20s we got motorized fighters and the first passenger planes. In the 40s we got jets. In the 50s we broke the sound barrier and orbited Sputnik. In the 60s we landed on the Moon. In the 70s we... stopped going to the Moon. In the 80s nothing much happened ex…

That's not entirely wrong but you're ignoring the massive price difference for air-travel between the 60s and "slower" 2016.

The price drop in air-travel can be attributed to: 1. Technology. Cheaper (per seat), more efficient planes. 2. Consolidation of airlines (and airplane manufacturers). 3. The disruption of full-service airlines by low-cost carriers.

In semi-conductors we have been getting along with 1 and a bit of 2. I would say that the disruption of Intel by ARM is an example of 3 because intel is not incentivized to compete at those low price points.

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